INDIANA UNIVERSITY HEALTH BALL MEMORIAL PHYSICIANS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA UNIVERSITY HEALTH BALL MEMORIAL PHYSICIANS INC (EIN 35-1925641)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202403179349306500
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T13:44:06+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351925641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana University Health Ball Memorial Physicians Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3179634842 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET 1200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael L Craig | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 8123539171 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER M VOSS MD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET 1200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $115,597,717 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SEE SCHEDULE O | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | LEAD THE TRANSFORMATION OF HEALTHCARE THROUGH QUALITY, INNOVATION & EDUCATION, AND MAKE INDIANA ONE OF THE NATION'S HEALTHIEST STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 986 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,702,955 | PYContributionsGrantsAmt |
| CY Contributions Grants | $403,718 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $101,921,968 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $113,794,281 | CYProgramServiceRevenueAmt |
| CY Investment Income | -$12,050 | CYInvestmentIncomeAmt |
| PY Other Revenue | $414,115 | PYOtherRevenueAmt |
| CY Other Revenue | $1,399,718 | CYOtherRevenueAmt |
| PY Total Revenue | $105,039,038 | PYTotalRevenueAmt |
| CY Total Revenue | $115,585,667 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $127,031,795 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $147,649,594 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,689,223 | PYOtherExpensesAmt |
| CY Other Expenses | $37,785,152 | CYOtherExpensesAmt |
| PY Total Expenses | $156,721,018 | PYTotalExpensesAmt |
| CY Total Expenses | $185,434,746 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$51,681,980 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$69,849,079 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,054,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,725,794 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $110,315,983 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $177,413,059 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$89,261,186 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$158,687,265 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LEAD THE TRANSFORMATION OF HEALTHCARE THROUGH QUALITY, INNOVATION & EDUCATION, AND MAKE INDIANA ONE OF THE NATION'S HEALTHIEST STATES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $119,565,266 | ExpenseAmt |
| Revenue | $79,516,421 | RevenueAmt |
| Desc | INDIANA UNIVERSITY HEALTH BALL MEMORIAL PHYSICIANS IS COMPOSED OF PRIMARY CARE AND SPECIALTY PHYSICIANS COMMITTED TO PROVIDING HIGH QUALITY PATIENT-CENTERED CARE, PLACING THE HIGHEST PRIORITY ON THE NEEDS OF THE PATIENT AND THEIR FAMILIES, WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. IU HEALTH BALL MEMORIAL PHYSICIANS HAS MULTIPLE CONVENIENT LOCATIONS THROUGHOUT EAST CENTRAL INDIANA, MANY OF WHICH INCLUDE AN ON-SITE PHARMACY, IMAGING, AND PHYSICAL THERAPY SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $51,541,797 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $34,277,674 | RevenueAmt |
| Desc | IU HEALTH BALL MEMORIAL PHYSICIANS, INC. PROVIDES SERVICES, WHICH INCLUDE COORDINATED ACTIVITIES AND POLICES, TO RELATED TAX-EXEMPT ORGANIZATIONS DESIGNED TO MEET THE MISSION OF THE INDIANA UNIVERSITY HEALTH SYSTEM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $280 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $186 | RevenueAmt |
| Desc | OUR NETWORK OF PHARMACIES OFFERS THE CONVENIENCE OF ONE-STOP SHOPPING. WE PROVIDE EXPERT CARE AND HELP PATIENTS MAKE THE BEST USE OF THEIR MEDICATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $171,107,343 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 986 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG J JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3179634842 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN ST STE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KREIGH COOK | ||||||||||
| Director/Vice Chair (Part Year) | 10.0 | 40.0 | Yes (X) | Yes (X) | $0 | $230,105 | $37,495 | |||
| LORI A LUTHER | ||||||||||
| DIRECTOR/VICE CHAIR (Part Year) / COO (ECR) | 10.0 | 45.0 | Yes (X) | Yes (X) | $0 | $379,246 | $61,965 | |||
| PETER M VOSS MD | ||||||||||
| DIRECTOR/CHAIR/PRESIDENT | 10.0 | 45.0 | Yes (X) | Yes (X) | $0 | $490,221 | $64,192 | |||
| RYAN M JOHNSTON MD | ||||||||||
| DIRECTOR / VP & CMO (ECR) | 25.0 | 30.0 | Yes (X) | $0 | $441,485 | $77,187 | Yes (X) | |||
| CHARLES R ROUTH MD | ||||||||||
| DIRECTOR | 49.0 | 6.0 | Yes (X) | $282,146 | $0 | $67,475 | ||||
| DANIEL C LOPICCOLO MD | ||||||||||
| DIRECTOR | 55.0 | 0 | Yes (X) | $461,560 | $0 | $78,606 | ||||
| DAVID W HEETER | ||||||||||
| DIRECTOR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL J FISHER | ||||||||||
| DIRECTOR | 2.0 | 7.0 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL B STEWART MD | ||||||||||
| DIRECTOR (Part Year) | 55.0 | 0 | Yes (X) | $559,813 | $0 | $79,323 | ||||
| JONATHAN W VANATOR | ||||||||||
| CFO (ECR) / Treasurer | 2.0 | 53.0 | Yes (X) | $251,174 | $136,345 | $67,467 | ||||
| MICHELLE R ALTOBELLA | ||||||||||
| VP-General Counsel, Asst Secretary (ECR) (Part Year) | 0.0 | 57.0 | Yes (X) | $0 | $259,376 | $50,502 | ||||
| TERRY A PENCE | ||||||||||
| SECRETARY (Part Year) | 2.0 | 43.0 | Yes (X) | $0 | $325,870 | $44,205 | ||||
| BRIAN REED | ||||||||||
| VP-Human Resources (ECR) | 10.0 | 45.0 | $0 | $200,039 | $60,926 | Yes (X) | ||||
| ERIC L THARP | ||||||||||
| VP & CHIEF PRACTICE OFFICER | 55.0 | 0 | $236,016 | $0 | $68,481 | Yes (X) | ||||
| MELISSA R HICKS | ||||||||||
| VP & CNO (ECR) | 10.0 | 45.0 | $0 | $272,051 | $54,187 | Yes (X) | ||||
| Boris M Vitvitskiy DO | ||||||||||
| Physician | 55.0 | 0 | $925,553 | $0 | $41,732 | Yes (X) | ||||
| Bracken J DeWitt MD PhD | ||||||||||
| Physician | 55.0 | 0 | $866,672 | $0 | $66,483 | Yes (X) | ||||
| Emily B Rose MD | ||||||||||
| Physician | 55.0 | 0 | $932,337 | $0 | $35,700 | Yes (X) | ||||
| MOHAMMED EID MADMANI MD | ||||||||||
| PHYSICIAN | 55.0 | 0 | $1,164,458 | $0 | $35,927 | Yes (X) | ||||
| Mushoba Njalamimba | ||||||||||
| Physician | 55.0 | 0 | $873,451 | $0 | $54,121 | Yes (X) | ||||
| JEFFREY C BIRD MD | ||||||||||
| FORMER DIRECTOR/OFFICER | 0.0 | 55.0 | $0 | $985,198 | $172,192 | Yes (X) | ||||
| JUDITH L COLEMAN | ||||||||||
| FORMER OFFICER | 0.0 | 55.0 | $0 | $331,226 | $56,719 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,553,179 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,051,163 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,274,882 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 315 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $372,805 | RelatedOrganizationsAmt |
| Government Grants | $30,913 | GovernmentGrantsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Total Contributions | $403,718 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621110 | $79,516,421 | $79,516,421 |
| SHARED SERVICES | 541900 | $34,277,674 | $34,277,674 |
| PHARMACY | 446110 | $186 | $186 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $113,794,281 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,367 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,367 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,367 | TotalRevenueColumnAmt |
| Exclusion | $6,367 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $12,050 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$12,050 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,050 | TotalRevenueColumnAmt |
| Exclusion | -$12,050 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | All Other Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,393,351 | TotalRevenueColumnAmt |
| Exclusion | $1,393,351 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,393,351 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,585,667 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $113,794,281 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,387,668 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,567,664 | TotalAmt |
| Program Services | $2,481,084 | ProgramServicesAmt |
| Management And General | $86,580 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749,927 | TotalAmt |
| Program Services | $724,640 | ProgramServicesAmt |
| Management And General | $25,287 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,179,553 | TotalAmt |
| Program Services | $120,958,601 | ProgramServicesAmt |
| Management And General | $4,220,952 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,670,561 | TotalAmt |
| Program Services | $3,546,793 | ProgramServicesAmt |
| Management And General | $123,768 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,403,290 | TotalAmt |
| Program Services | $9,086,219 | ProgramServicesAmt |
| Management And General | $317,071 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,078,599 | TotalAmt |
| Program Services | $5,873,634 | ProgramServicesAmt |
| Management And General | $204,965 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,810 | TotalAmt |
| Program Services | $36,905 | ProgramServicesAmt |
| Management And General | $36,905 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,712,935 | TotalAmt |
| Program Services | $17,456,739 | ProgramServicesAmt |
| Management And General | $1,256,196 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $948 | TotalAmt |
| Management And General | $948 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,732 | TotalAmt |
| Program Services | $10,944 | ProgramServicesAmt |
| Management And General | $788 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,633 | TotalAmt |
| Program Services | $29,817 | ProgramServicesAmt |
| Management And General | $29,816 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,863,556 | TotalAmt |
| Program Services | $2,863,556 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,141 | TotalAmt |
| Program Services | $123,270 | ProgramServicesAmt |
| Management And General | $8,871 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,261,971 | TotalAmt |
| Management And General | $5,261,971 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,027 | TotalAmt |
| Program Services | $573,664 | ProgramServicesAmt |
| Management And General | $28,363 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,613,522 | TotalAmt |
| Management And General | $2,613,522 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Drugs and Medical Supplies | $3,285,614 | $3,285,614 | |
| Bad Debt | $3,250,000 | $3,250,000 | |
| Education and Research Support | $513,550 | $513,550 | |
| Recruitment | $176,412 | $88,206 | $88,206 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,301 | TotalAmt |
| Program Services | $204,107 | ProgramServicesAmt |
| Management And General | $23,194 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,434,746 | TotalAmt |
| Program Services | $171,107,343 | ProgramServicesAmt |
| Management And General | $14,327,403 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,637,711 | BOYAmt |
| EOY | $9,234,083 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,164,923 | BOYAmt |
| EOY | $4,470,516 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,191,603 | BOYAmt |
| EOY | $1,640,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,173,878 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,874,718 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,862,804 | BOYAmt |
| EOY | $3,299,160 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,812 | BOYAmt |
| EOY | $81,812 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,115,944 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,054,797 | BOYAmt |
| EOY | $18,725,794 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,578,014 | BOYAmt |
| EOY | $12,154,256 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,737,969 | BOYAmt |
| EOY | $165,258,803 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,315,983 | BOYAmt |
| EOY | $177,413,059 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$89,261,186 | BOYAmt |
| EOY | -$158,687,265 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$89,261,186 | BOYAmt |
| EOY | -$158,687,265 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,054,797 | BOYAmt |
| EOY | $18,725,794 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$69,849,079 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $423,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $154,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $371,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,702,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $403,718 | CurrentTaxYearAmt |
| Total | $3,744,126 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,495,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,500,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,820,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,746,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,794,281 | CurrentTaxYearAmt |
| Total | $498,357,170 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,126 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $407,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,387,668 | CurrentTaxYearAmt |
| Total | $1,840,570 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,660,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,626,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,212,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,857,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,585,667 | CurrentTaxYearAmt |
| Total | $503,941,866 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,927,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,862,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,824,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,423,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,121,754 | CurrentTaxYearAmt |
| Total | $154,159,949 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,927,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,862,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,824,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,423,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,121,754 | CurrentTaxYearAmt |
| Total | $154,159,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $349,781,917 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,367 | CurrentTaxYearAmt |
| Total | $37,103 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,367 | CurrentTaxYearAmt |
| Total | $37,103 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,666,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,627,483 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,229,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,863,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,592,034 | CurrentTaxYearAmt |
| Total | $503,978,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.6940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.7438 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0001 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,842,577 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,798,034 | DepreciationAmt |
| Book Value | $44,543 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,025,994 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,481,732 | DepreciationAmt |
| Book Value | $544,262 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,305,307 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,594,952 | DepreciationAmt |
| Book Value | $2,710,355 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,299,160 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $170,335 |
| INTERCOMPANY PAYABLES (NET) | $165,088,468 |
| ALL OTHER LIABILITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $165,258,803 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | IU Health Ball Memorial Physicians is a subsidiary in IU Health's Consolidated Audited Financial Statements. THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT INDIANA UNIVERSITY HEALTH AND CERTAIN OF ITS AFFILIATED ENTITIES ARE TAX-EXEMPT ORGANIZATIONS AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). INDIANA UNIVERSITY HEALTH AND ITS TAX-EXEMPT AFFILIATES ARE, HOWEVER, SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME UNDER THE PROVISIONS OF IRC SECTION 511. DEFERRED INCOME TAXES WHICH, AS OF DECEMBER 31, 2023 AND 2022, HAVE NO NET CARRYING VALUE, REFLECT THE NET TAX EFFECT OF TEMPORARY DIFFERENCES BETWEEN THE CARRYING AMOUNTS OF ASSETS AND LIABILITIES FOR FINANCIAL REPORTING AND THE AMOUNTS USED FOR INCOME TAX PURPOSES. AS OF DECEMBER 31, 2023 AND 2022, THE INDIANA UNIVERSITY HEALTH SYSTEM HAD GROSS DEFERRED TAX ASSETS OF $141,386,000 AND $145,194,000, RESPECTIVELY, RELATING TO NET OPERATING LOSS CARRYOVERS. MANAGEMENT DETERMINED THAT A FULL VALUATION ALLOWANCE AT DECEMBER 31, 2023 AND 2022 WAS NECESSARY TO REDUCE THE DEFERRED TAX ASSETS TO THE AMOUNT THAT WOULD MORE LIKELY THAN NOT BE REALIZED. BASED ON THE WEIGHT OF THE EVIDENCE, IF IT IS MORE LIKELY THAN NOT THAT SOME PORTION OR ALL OF THE DEFERRED TAX ASSETS WILL NOT BE REALIZED, A VALUATION ALLOWANCE TO REDUCE THE DEFERRED TAX ASSETS IS RECORDED. THE DECREASE IN THE GROSS DEFERRED TAX ASSET AND THE VALUATION ALLOWANCE FOR THE CURRENT YEAR IS $3,009,000. AT DECEMBER 31, 2023, INDIANA UNIVERSITY HEALTH SYSTEM HAS AVAILABLE NET OPERATING LOSS CARRYFORWARDS OF $571,690,000, NET OPERATING LOSSES GENERATED FROM 2004 THROUGH 2017 EXPIRE BETWEEN 2024 AND 2037. NET OPERATING LOSSES GENERATED AFTER 2017 DO NOT EXPIRE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY C BIRD MD | ||||||||||||||
| FORMER DIRECTOR/OFFICER | $0 | $603,910 | $0 | $263,314 | $0 | $117,973 | $0 | $121,200 | $0 | $50,992 | $0 | $1,157,389 | $0 | $96,303 |
| LORI A LUTHER | ||||||||||||||
| DIRECTOR/VICE CHAIR (Part Year) / COO (ECR) | $0 | $320,929 | $0 | $52,515 | $0 | $5,803 | $0 | $13,200 | $0 | $48,765 | $0 | $441,211 | $0 | $0 |
| PETER M VOSS MD | ||||||||||||||
| DIRECTOR/CHAIR/PRESIDENT | $0 | $424,351 | $0 | $62,306 | $0 | $3,564 | $0 | $13,200 | $0 | $50,992 | $0 | $554,413 | $0 | $0 |
| KREIGH COOK | ||||||||||||||
| Director/Vice Chair (Part Year) | $0 | $186,851 | $0 | $15,839 | $0 | $27,415 | $0 | $9,407 | $0 | $28,088 | $0 | $267,600 | $0 | $0 |
| RYAN M JOHNSTON MD | ||||||||||||||
| DIRECTOR / VP & CMO (ECR) | $0 | $384,347 | $0 | $55,896 | $0 | $1,242 | $0 | $13,200 | $0 | $63,987 | $0 | $518,672 | $0 | $0 |
| CHARLES R ROUTH MD | ||||||||||||||
| DIRECTOR | $176,698 | $0 | $98,590 | $0 | $6,858 | $0 | $11,501 | $0 | $55,974 | $0 | $349,621 | $0 | $0 | $0 |
| PAUL B STEWART MD | ||||||||||||||
| DIRECTOR (Part Year) | $431,591 | $0 | $125,900 | $0 | $2,322 | $0 | $13,200 | $0 | $66,123 | $0 | $639,135 | $0 | $0 | $0 |
| DANIEL C LOPICCOLO MD | ||||||||||||||
| DIRECTOR | $327,821 | $0 | $130,175 | $0 | $3,564 | $0 | $13,200 | $0 | $65,406 | $0 | $540,166 | $0 | $0 | $0 |
| JUDITH L COLEMAN | ||||||||||||||
| FORMER OFFICER | $0 | $300,885 | $0 | $26,777 | $0 | $3,564 | $0 | $12,792 | $0 | $43,927 | $0 | $387,945 | $0 | $0 |
| TERRY A PENCE | ||||||||||||||
| SECRETARY (Part Year) | $0 | $104,656 | $0 | $33,721 | $0 | $187,493 | $0 | $4,171 | $0 | $40,034 | $0 | $370,075 | $0 | $0 |
| JONATHAN W VANATOR | ||||||||||||||
| CFO (ECR) / Treasurer | $211,756 | $115,207 | $38,890 | $20,855 | $527 | $283 | $8,025 | $4,303 | $35,892 | $19,247 | $295,090 | $159,896 | $0 | $0 |
| MICHELLE R ALTOBELLA | ||||||||||||||
| VP-General Counsel, Asst Secretary (ECR) (Part Year) | $0 | $232,260 | $0 | $25,917 | $0 | $1,199 | $0 | $10,683 | $0 | $39,818 | $0 | $309,877 | $0 | $0 |
| ERIC L THARP | ||||||||||||||
| VP & CHIEF PRACTICE OFFICER | $203,688 | $0 | $30,441 | $0 | $1,888 | $0 | $9,496 | $0 | $58,985 | $0 | $304,497 | $0 | $0 | $0 |
| MELISSA R HICKS | ||||||||||||||
| VP & CNO (ECR) | $0 | $235,948 | $0 | $35,631 | $0 | $472 | $0 | $11,139 | $0 | $43,048 | $0 | $326,238 | $0 | $0 |
| BRIAN REED | ||||||||||||||
| VP-Human Resources (ECR) | $0 | $179,352 | $0 | $20,328 | $0 | $359 | $0 | $8,421 | $0 | $52,504 | $0 | $260,965 | $0 | $0 |
| MOHAMMED EID MADMANI MD | ||||||||||||||
| PHYSICIAN | $569,864 | $0 | $594,109 | $0 | $486 | $0 | $13,200 | $0 | $22,727 | $0 | $1,200,385 | $0 | $0 | $0 |
| Bracken J DeWitt MD PhD | ||||||||||||||
| Physician | $804,422 | $0 | $61,008 | $0 | $1,242 | $0 | $13,200 | $0 | $53,283 | $0 | $933,154 | $0 | $0 | $0 |
| Mushoba Njalamimba | ||||||||||||||
| Physician | $802,575 | $0 | $70,066 | $0 | $810 | $0 | $6,353 | $0 | $47,769 | $0 | $927,572 | $0 | $0 | $0 |
| Emily B Rose MD | ||||||||||||||
| Physician | $485,555 | $0 | $445,972 | $0 | $810 | $0 | $13,200 | $0 | $22,500 | $0 | $968,037 | $0 | $0 | $0 |
| Boris M Vitvitskiy DO | ||||||||||||||
| Physician | $226,068 | $0 | $698,674 | $0 | $810 | $0 | $9,085 | $0 | $32,647 | $0 | $967,284 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | IU HEALTH BALL MEMORIAL PHYSICIANS' PRESIDENT IS AN EMPLOYEE OF IU HEALTH BALL MEMORIAL HOSPITAL. IU HEALTH, IU HEALTH BALL MEMORIAL HOSPITAL, IU HEALTH BALL MEMORIAL PHYSICIANS AND OTHER RELATED ORGANIZATIONS HAVE A PROCESS IN PLACE TO DETERMINE THE COMPENSATION FOR ITS OFFICERS AND KEY EMPLOYEES. IU HEALTH HUMAN RESOURCES USES MARKET DATA FROM MULTIPLE COMPENSATION EXPERTS/VENDORS WHO UTILIZE A VARIETY OF METHODS AND PROCEDURES TO OBTAIN COMPENSATION RANGES FOR COMPARABLE OFFICERS AND EMPLOYEE POSITIONS. THIS MARKET DATA AND MULTIPLE OTHER FACTORS (INCLUDING MARKET PAY BENCHMARKS, INTERNAL EQUITY, CANDIDATE/EMPLOYEE QUALIFICATIONS & PERFORMANCE, AND BUSINESS NEEDS) ARE USED TO RECOMMEND COMPENSATION RANGES FOR ITS OFFICERS AND OTHER EMPLOYEES, WHICH ARE THEN USED AS A GUIDE FOR SETTING REASONABLE COMPENSATION BY MANAGEMENT. PLEASE SEE SCHEDULE O FOR ADDITIONAL DETAILS. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | TERRY PENCE ENTERED INTO A SEVERANCE AGREEMENT WITH IU HEALTH DURING 2023. HE RECEIVED SEVERANCE OF $184,832 DURING 2023. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | JEFFREY C. BIRD, M.D., AND BRIAN BAUER PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN CRITICAL EMPLOYEES. THE PLAN PROVIDES FOR AN ADDITIONAL RETIREMENT BENEFIT FOR SERVICE THROUGH NORMAL RETIREMENT OR OTHER KEY DATES. IF THE EXECUTIVE LEAVES PRIOR TO RETIREMENT OR OTHER KEY DATES, THE BENEFIT MAY BE FORFEITED OR REDUCED. EACH OF THE EXECUTIVES LISTED ABOVE HAVE AN AMOUNT INCLUDED IN COLUMN C, DEFERRED COMPENSATION, REPRESENTING THE CURRENT YEAR UNVESTED CONTRIBUTIONS MADE UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THESE AMOUNTS WERE NOT PAID TO THE EXECUTIVES DURING THE YEAR. THE FOLLOWING EXECUTIVE HAS AN AMOUNT INCLUDED IN COLUMN B (III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - JEFFREY C. BIRD: $102,766 |
| Schedule J, Part I, Line 7 Non-fixed payments | AMOUNTS DISCLOSED IN COLUMN B(II) INCLUDE A LONG TERM INCENTIVE FOR CERTAIN EXECUTIVES. ALTHOUGH THESE PLANS ARE BASED ON A FIXED FORMULA THAT HAS BEEN APPROVED BY THE BOARD OF DIRECTORS BASED UPON CERTAIN QUALITATIVE AND QUANTITATIVE FACTORS AND GOALS, ALL DISCRETIONARY INCENTIVE PLANS MUST BE APPROVED BY THE COMMITTEE ON PERSONNEL AND COMPENSATION AND BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DEREK VOSS MD | |||
| SON of director/chair/president Peter M VOSS, M.D. | $411,679 | COMPENSATION FOR SERVICES AS A PHYSICIAN | false |
| YASHOBHA VOSS MD | |||
| DAUGHTER-IN-LAW OF DIRECTOR/CHAIR/PRESIDENT PETER M. VOSS M.D. | $338,247 | COMPENSATION FOR SERVICES AS A PHYSICIAN | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 PAGE 1, LINE J - WEBSITE | https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-endocrinology-800-s-tillotson-ave https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-nephrology-800-s-tillotson-ave-800-s-tillotson-ave https://iuhealth.org/find-locations/iu-health-physicians-ball-memorial-rheumatology-800-s-tillotson-ave-800-s-tillotson-ave https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-family-medicine-residency-center-e-f-ball-medical-education-building-221-celia-ave https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-muncie-internal-medicine-iu-health-ball-memorial-physicians-2701-w-north-st https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-cardiology-iu-health-ball-memorial-hospital-outpatient-center-2401-w-university-ave https://iuhealth.org/find-locations/iu-health-physicians-cardiovascular-surgery-iu-health-ball-memorial-hospital-outpatient-center-2401-w-university-ave https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-gastroenterology-iu-health-ball-memorial-hospital-outpatient-center-2401-w-university-ave https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-general-amp-vascular-surgery-iu-health-ball-memorial-hospital-outpatient-center-2401-w-university-ave https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-neurology-outpatient-medical-pavilion-iu-health-ball-memorial-hospital-2525-university-avenue https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-physical-medicine-rehab-spine-program-outpatient-medical-pavilion-iu-health-ball-memorial-hospital https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-pulmonary-critical-care-medicine-iu-health-ball-memorial-hospital-outpatient-center-2401-w-university-ave https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-infectious-disease-iu-health-ball-memorial-hospital https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-internal-medicine-residency-center-iu-health-ball-memorial-hospital-outpatient-center-2401-w-university-ave https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-nephrology-iu-health-ball-memorial-hospital-outpatient-center-2401-w-university-ave https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-everbrook-lyndenbrook-professional-building-3700-n-everbrook-ln https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-blackford-iu-health-blackford-hospital-400-pilgrim-blvd https://iuhealth.org/find-locations/iu-health-ball-memorial-physicians-cardiology-outpatient-medical-pavilion-iu-health-ball-memorial-hospital-2525-w-university-ave |
| Form 990, Part VI, Line 2 FAMILY OR BUSINESS RELATIONSHIPS | CERTAIN OFFICERS, DIRECTORS OR KEY EMPLOYEES OF INDIANA UNIVERSITY HEALTH BALL MEMORIAL PHYSICIANS, INC. MAY ALSO SERVE ON THE BOARDS OR AS OFFICERS OF OTHER RELATED OR UNRELATED ORGANIZATIONS. AS NOTED BELOW, NO ADDITIONAL COMPENSATION WAS PROVIDED TO THESE INDIVIDUALS FOR THEIR SERVICE TO RELATED ORGANIZATIONS. |
| PART VI, SECTION B, LINES 12, 13, 14, AND 16B - POLICES | IU HEALTH BALL MEMORIAL PHYSICIANS IS PART OF THE IU HEALTH SYSTEM. AS THE SOLE MEMBER AND CONTROLLING PARENT OF IU HEALTH BALL MEMORIAL HOSPITAL, THE SOLE MEMBER AND CONTROLLING PARENT OF IU HEALTH BALL MEMORIAL PHYSICIANS, IU HEALTH AND ITS BOARD OF DIRECTORS HAVE MANDATED THAT CERTAIN POLICIES BE FOLLOWED TO ENSURE GREATER STANDARDIZATION THROUGHOUT THE SYSTEM. THUS, IU HEALTH BALL MEMORIAL PHYSICIANS' BOARD OF DIRECTORS WAS NOT REQUIRED TO SEPARATELY ADOPT A CONFLICT OF INTEREST, WHISTLEBLOWER, DOCUMENT RETENTION AND DESTRUCTION AND JOINT VENTURE POLICIES BECAUSE IU HEALTH'S BOARD OF DIRECTORS HAD ALREADY ADOPTED AND REQUIRED THESE POLICIES TO BE FOLLOWED BY ITS SUBSIDIARIES. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | IU HEALTH BALL MEMORIAL PHYSICIANS HAS ONE CLASS OF MEMBERSHIP AND THE SOLE MEMBER IS IU HEALTH BALL MEMORIAL HOSPITAL. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | IU HEALTH BALL MEMORIAL HOSPITAL ELECTS DIRECTORS ANNUALLY TO SERVE THREE-YEAR TERMS ON THE BOARD OF IU HEALTH BALL MEMORIAL PHYSICIANS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE CORPORATE MEMBER, IU HEALTH BALL MEMORIAL HOSPITAL, RESERVES THE POWER TO ALTER, AMEND, REPEAL, AND SUPPLEMENT THE GOVERNING DOCUMENTS, ELECT OR REMOVE, WITH OR WITHOUT CAUSE, MEMBERS OF THE BOARD OF DIRECTORS; APPOINT OR REMOVE, WITH OR WITHOUT CAUSE, THE PRESIDENT; APPROVE OR REMOVE, WITH OR WITHOUT CAUSE, ALL PERSONS ELECTED OR APPOINTED AS OFFICERS; APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS; AND ESTABLISH THE CONDITIONS UNDER WHICH CORPORATE MEMBER APPROVAL SHALL BE REQUIRED FOR THE SALE, ASSIGNMENT, TRANSFER, MORTGAGE, PLEDGE, OR OTHER DISPOSAL OF ANY ASSET. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE CFO REVIEWED AND APPROVED THE FORM 990. FOLLOWING THEIR REVIEW AND APPROVAL, A COMPLETE COPY OF THE FORM 990 WAS MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO ITS FILING. EACH MEMBER WAS ALSO INFORMED OF THE AVAILABILITY OF IU HEALTH TAX DEPARTMENT TO ANSWER ANY QUESTIONS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | IU Health Ball Memorial Physicians follows IU Health's conflict of interest policy. IU Health's conflict of interest policy includes the following provisions: All IU Health employees, associates, colleagues and contracted personnel, including employed physicians and paid medical directors ("IU Health Representatives") are covered by and subject to its Conflict of Interest Policy. IU Health regularly and consistently monitors and enforces compliance with the policy through the following procedures: (a) On an annual basis, each IU Health Representative at the level of Manager or above, together with every other person designated by the Corporate Compliance Department ("Department"), must complete, sign and submit a Conflict of Interest Questionnaire ("Questionnaire") to the Department. Governing board members, committee members, corporate officers, medical staff and researchers must comply with the administrative requirements noted in the respective policies and procedures relative to those areas. (b) An IU Health Representative must supplement a Questionnaire in writing, if after completion of the original Questionnaire, a situation arises, or may reasonably be expected to arise, that would change any answer or information on the original Questionnaire if the situation had existed or been anticipated at the time of completion of the original Questionnaire. (c) If a fully and properly completed Questionnaire reveals facts or other information that might reasonably indicate a Conflict of Interest or violation of the policy, the IU Health Representative completing the questionnaire must secure approval by his/her supervisor, evidenced in writing. (d) The Department will review each Questionnaire and determine whether a Conflict of Interest exists and, if so, whether and how it should or may be eliminated, avoided or managed in order to comply with the spirit of the policy and with the best interests of IU Health and its patients. In making the determination, the Corporate Compliance Department may consult with the IU Health Representative's supervisor and other appropriate individuals and groups. (e) The scope of the policy is not limited to those who are required to complete Questionnaires. If an IU Health Representative is involved in a situation or relationship that would constitute a violation of the policy in the absence of disclosure and approval as described above, then the IU Health Representative must disclose the matter to his/her supervisor, secure his/her supervisor's approval in writing, and disclose the matter to the Department. Otherwise, the IU Health Representative is in violation of the policy and subject to corrective action, up to and including termination. (f) The Chief Compliance Officer, in consultation with onsite Compliance personnel, may from time to time appoint standing or ad hoc committees to assist in resolving issues that arise under provisions of the policy. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | IU Health Ball Memorial Physicians' Regional President is employed by IU Health. IU Health's process for determining compensation is as follows: (1) The Board of Directors ("Board") has established a Talent Management and Executive Compensation Committee ("TMECC"), the purpose of which includes reviewing and making recommendations regarding executive (Senior Vice Presidents and above) pay and benefits (collectively referred to as "compensation") on an annual basis in April. The TMECC is made up of members of the Board that are neither physicians nor employees and do not otherwise have a conflict of interest regarding any of IU Health's compensation arrangements. The TMECC reviews an executive's entire compensation package including base salary, short-term and long-term incentives, health and welfare benefits, qualified and nonqualified retirement plans, as well as any additional fringe benefits. As deemed appropriate, the Committee on Finance, which is also made up of members of the Board, may also review executive compensation and benefits. (2) The TMECC engages an independent compensation consulting firm on an annual basis to conduct a compensation analysis for its executive group, which consists of employees at the level of senior vice president and above. The current compensation advisor is SullivanCotter. SullivanCotter performs its analysis in the form of a compensation survey ("survey") that includes relevant comparability data for compensation levels paid by similarly situated organizations (both governmental and tax exempt) for functionally comparable positions as well as the availability of similar services in the geographic area. SullivanCotter then prepares a survey report and provides recommendations to the TMECC, if deemed appropriate, on changes in executive compensation. A separate analysis using the same methodology is done for the President and Chief Executive Officer. (3) The TMECC then reviews SullivanCotter's report and recommendations and, if appropriate, votes on whether to recommend any changes in executive compensation to the Board. The TMECC will only recommend changes to the Board if they are consistent with the Board's philosophy on compensation matters and are deemed reasonable based upon the independent analysis provided by SullivanCotter. The TMECC's review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval. (4) The Board then reviews the report prepared by SullivanCotter as well as the recommendations of the TMECC as to any changes in executive compensation. As deemed appropriate, the Committee on Finance may also provide its review of the TMECC's recommendations on any changes in executive compensation. This review and discussion are documented in the minutes. (5) The Board then votes on whether to accept the TMECC's recommendations on any changes in executive compensation. Changes in executive compensation are made if approved by the TMECC and Board on an annual basis, or as necessary throughout the year. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval. IU Health's General Counsel also prepares a formal written opinion reviewing the executive compensation approval process, comparing it to the Intermediate Sanctions Test of IRC Section 4958. If warranted, IU Health's General Counsel may also provide comments regarding the executive compensation approval process as it relates to meeting the requirements for a rebuttable presumption of reasonableness as provided in the Intermediate Sanctions Test. (6) After the end of each year, the TMECC and Board also review the achievements of the executive group as it relates to the long-term and short-term shared and individual goals developed by the executives and the Board. These achievements may also be reviewed with the Committee on Finance. The Board, at its discretion, may approve bonus payments based upon the achievement of the goals. The discussion and vote of the TMECC and Board is documented in the minutes for each such meeting. The bonuses are not paid until approval is made by the Board. (7) The TMECC and Audit Committee also review Form 990 disclosures related to executive compensation as well as the organization's practices and approval processes prior to the filing of the Form 990 return with the Internal Revenue Service. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | IU Health Ball Memorial Physicians' President is employed by IU Health Ball Memorial Hospital. At least one key employee is employed by IU Health Ball Memorial Physicians. IU Health Ball Memorial Physicians, IU Health Ball Memorial Hospital and other related entities have a process in place to determine the compensation for the other officers and key employees. IU Health Human Resources uses market data from multiple compensation experts/vendors who utilize a variety of methods and procedures to obtain compensation ranges for comparable officer and employee positions. This market data and multiple other factors (including market pay benchmarks, internal equity, candidate/employee qualifications & performance, and business needs) are used to recommend compensation ranges for its officers and other employees, which are then used as a guide for setting reasonable compensation by management. |
| Form 990, Part VI, Line 19 Required documents available to the public | IU HEALTH BALL MEMORIAL PHYSICIANS ARTICLES OF INCORPORATION ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH THE INDIANA SECRETARY OF STATE'S WEBSITE. IU HEALTH BALL MEMORIAL PHYSICIANS CONFLICT OF INTEREST PROCEDURES ARE DISCLOSED ON THE FORM 990, SCHEDULE O. IU HEALTH BALL MEMORIAL PHYSICIANS, INC. IS A SUBSIDIARY IN IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS. IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH ITS BOND FILINGS AND AS AN ATTACHMENT TO IU HEALTH'S FORM 990. |
| Form 990, Part IX, Line 11g Other Fees | Professional fees - Total Expense: 17879, Program Service Expense: 16679, Management and General Expenses: 1200, Fundraising Expenses: ; Intercompany fees - Total Expense: 17376040, Program Service Expense: 16209590, Management and General Expenses: 1166450, Fundraising Expenses: ; Physician fees - Total Expense: 852491, Program Service Expense: 795263, Management and General Expenses: 57228, Fundraising Expenses: ; Contract service - Total Expense: 433635, Program Service Expense: 404525, Management and General Expenses: 29110, Fundraising Expenses: ; Other Fees - Total Expense: 32890, Program Service Expense: 30682, Management and General Expenses: 2208, Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Distributions IUHSC - 423000; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IUH FORT WAYNE PHYSICIANS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN ST STE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 845014430 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Total Income | $948,653 | TotalIncomeAmt |
| End Of Year Assets | $1,745,780 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IUHBMP | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INDIANA HEALTH INFO EXCHANGE INC | ||||||||||||
| 846 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 364550324 | HEALTHCARE | IN | 501(c)(3) | Type I | NA | false | ||
| INDIANA UNIVERSITY HEALTH INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351955872 | HEALTHCARE | IN | 501(c)(3) | 3 | NA | false | Suite 300 | |
| IU HEALTH ARNETT INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 263162145 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 | |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 350867958 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 | |
| IU HEALTH JAY INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 822736786 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 | |
| IU HEALTH BEDFORD INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 237042323 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 | |
| IU HEALTH BLACKFORD HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 010646166 | HEALTHCARE | IN | 501(c)(3) | 3 | IUHBMH | Yes (true) | Suite 300 | |
| IU HEALTH BLOOMINGTON INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351720796 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 | |
| IU HEALTH CARE ASSOCIATES INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351747218 | HEALTHCARE | IN | 501(c)(3) | 10 | IUH | Yes (true) | Suite 300 | |
| INDIANA UNIVERSITY HEALTH FOUNDATION INC | ||||||||||||
| 1633 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | 356043086 | FUNDRAISING | IN | 501(c)(3) | Type I | IUH | Yes (true) | SUITE 1200 | |
| IU HEALTH FRANKFORT INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 815174295 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 | |
| METHODIST HEALTH GROUP INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 350876390 | HEALTHCARE | IN | 501(c)(3) | Type III-FI | NA | false | Suite 800 | |
| IU HEALTH MORGAN INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 273533027 | HEALTHCARE | IN | 501(c)(3) | 10 | IUH | Yes (true) | Suite 800 | |
| IU HEALTH NORTH HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351932442 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 | |
| IU HEALTH PAOLI INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 352090919 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 | |
| IU HEALTH PLANS NFP INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 463803873 | INSURANCE | IN | 501(c)(4) | IUH | Yes (true) | Suite 800 | ||
| IU HEALTH TIPTON HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 262772226 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 | |
| IU HEALTH WEST HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351814660 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 | |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 273532963 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 | |
| IU MEDICAL GROUP FOUNDATION INC | ||||||||||||
| 340 W 10TH ST NO FS5100 | INDIANAPOLIS | IN | 46202 | 201093251 | FUNDRAISING | IN | 501(c)(3) | Type I | false | N/A | ||
| RILEY CHEER GUILD INC | ||||||||||||
| 705 RILEY HOSPITAL DR | INDIANAPOLIS | IN | 46202 | 356018517 | FUNDRAISING | IN | 501(c)(3) | Type III-FI | false | N/A | ||
| UNIVERSITY FAMILY PHYSICIANS INC | ||||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 237427350 | HEALTHCARE | IN | 501(c)(3) | 10 | IUHCA | Yes (true) | Suite 800 | |
| 16 TECH COMMUNITY CORPORATION | ||||||||||||
| 1220 WATERWAY BLVD | INDIANAPOLIS | IN | 46202 | 810853467 | ECONOMIC DEVELOPMENT | IN | 501(c)(3) | Type I | NA | false | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| BELTWAY SURGERY CENTERS LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 352072586 | HEALTHCARE | IN | NA |
| BOSC HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 454147343 | HEALTHCARE | IN | NA |
| BSC HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 452314634 | HEALTHCARE | IN | NA |
| IEC HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 454148032 | HEALTHCARE | IN | NA |
| INDIANA ENDOSCOPY CENTERS LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 208398421 | HEALTHCARE | IN | NA |
| ROC SURGERY LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 271497960 | HEALTHCARE | IN | NA |
| ROCS HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 454148369 | HEALTHCARE | IN | NA |
| SENATE ST SURGERY CENTER LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 421709357 | HEALTHCARE | IN | NA |
| SSSC HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 454148167 | HEALTHCARE | IN | NA |
| IU Health Fort Wayne SW ASC Holdings LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 842214377 | HEALTHCARE | IN | NA |
| BALL OUTPATIENT SUR CTR LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 270275794 | HEALTHCARE | IN | NA |
| IU Health Southwest Fort Wayne Ambulatory Surgery Center LLC | |||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 842206388 | HEALTHCARE | IN | na |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Address Line2USAddress/AddressLine2Txt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CERBERUS RESIDENTIAL OPPORT INST LTD | ||||||||||||||||
| 190 ELGIN AVENUE | GEORGE TOWN | GRAND CAYMAN | CJ | INVESTMENTS | CJ | NA | C Corporation | Yes (true) | ||||||||
| IU HEALTH 457(B) PLAN | ||||||||||||||||
| INVESTMENTS | NA | Trust | Yes (true) | 1100 N MARKET ST | WILMINGTON | DE | 19890 | 476948347 | IN | |||||||
| IU HEALTH ACO INC | ||||||||||||||||
| HEALTHCARE | NA | C Corporation | Yes (true) | 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 454421020 | IN | SUITE 800 | ||||||
| IU HEALTH BOARD DESIGNATED TRUST | ||||||||||||||||
| INVESTMENTS | NA | Trust | Yes (true) | 400 HOWARD ST | SAN FRANCISCO | CA | 94105 | 306309021 | IN | |||||||
| IU HEALTH PLANS INC | ||||||||||||||||
| HMO | NA | C Corporation | Yes (true) | 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 262127080 | IN | SUITE 800 | ||||||
| IU HEALTH RISK PURCHASING GROUP INC | ||||||||||||||||
| INSURANCE | NA | C Corporation | Yes (true) | 151 MEETING ST | CHARLESTON | SC | 29401 | 260202446 | IN | SUITE 301 | ||||||
| IU HEALTH RISK RETENTION GROUP INC | ||||||||||||||||
| INSURANCE | NA | C Corporation | Yes (true) | 151 MEETING ST | CHARLESTON | SC | 29401 | 201107674 | SC | SUITE 301 | ||||||
| IUH ASSURANCE SPC LTD | ||||||||||||||||
| PO BOX 69 94 SOLARIS AVE | GRAND CAYMAN | CJ | INSURANCE | CJ | NA | C Corporation | Yes (true) | 980395429 | CAMANA BAY | |||||||
| PROTEUO FUND LP | ||||||||||||||||
| PO BOX 69 94 SOLARIS AVE | GRAND CAYMAN | CJ | INVESTMENTS | CJ | NA | C Corporation | Yes (true) | 981075227 | CAMANA BAY | |||||||
| BMH MEDICAL PAVILION ASSOCIATION INC | ||||||||||||||||
| CONDO MANAGEMENT | NA | C Corporation | Yes (true) | 2525 W UNIVERSITY AVE | MUNCIE | IN | 47303 | 351858408 | IN | |||||||
| UNIVERSITY SURGEONS INC | ||||||||||||||||
| PHYSICIAN SERVICES | NA | C Corporation | Yes (true) | 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 202981280 | IN | |||||||
| PEDIATRIC SURGICAL ASSOCIATES INC | ||||||||||||||||
| PHYSICIAN SERVICES | NA | C Corporation | Yes (true) | 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 352122922 | IN | |||||||
| CARDIOTHORACIC SURGEONS INC | ||||||||||||||||
| PHYSICIAN SERVICES | NA | C Corporation | Yes (true) | 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351416173 | IN | |||||||
| UNIVERSITY VASCULAR SURGERY INC | ||||||||||||||||
| PHYSICIAN SERVICES | NA | C Corporation | Yes (true) | 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351832370 | IN | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IU Health Ball Memorial Hospital | ||
| K | $2,549,709 | FMV |
| IU Health Jay Hospital | ||
| L | $915,641 | FMV |
| Fort Wayne JV Clinic Entrepreneur | ||
| L | $9,544,520 | FMV |
| IU Health Ball Memorial Hospital | ||
| L | $22,964,455 | FMV |
| IU Health Blackford Hospital | ||
| L | $96,363 | FMV |
| IU Health Ball Memorial Hospital | ||
| M | $217,744 | FMV |
| IU Health Care Associates | ||
| M | $303,834 | FMV |
| IU Health Bloomington Hospital | ||
| O | $76,709 | FMV |
| IU Health Ball Memorial Hospital | ||
| O | $758,373 | FMV |
| Ball Outpatient Surgery Center | ||
| S | $423,000 | FMV |
| IUH Foundation | ||
| C | $372,805 | FMV |
| IUH Assurance Ltd | ||
| R | $352,644 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| R | $2,615,309 | FMV |